Onboarding and CSR specialist

Farmers Insurance Agency Position: Insurance Onboarding & CSR (Customer Service Representative) We are looking for an organized and detail-oriented Onboarding & CSR Representative to support our growing insurance agency. Responsibilities include: Handling new client onboarding and policy setup Processing renewals and reviewing upcoming policy expirations Managing policy changes and updates for existing policies Following up with clients on required documents and underwriting requirements Assisting clients with billing questions and policy servicing Maintaining accurate client records in the agency system Supporting retention efforts and ensuring a smooth customer experience cross selling Requirements: Active Property & Casualty (P&C) License required Insurance agency experience preferred Strong communication and customer service skills Detail-oriented and organized Ability to manage multiple tasks and follow up consistently Benefits: Competitive pay based on experience Performance-based bonus opportunities through cross-selling Medical benefits available after 90 days Company contribution toward medical insurance Paid time off (PTO) based on performance and tenure Growth opportunities within the agency Supportive team environment and ongoing training Pay: $36,000.00 - $42,000.00 per year Benefits Dental insurance Flexible schedule Health insurance Paid time off Vision insurance People with a criminal record are encouraged to apply Experience B2C: 2 years (Required) Work Location: In person